Dte Energy Co
DTE- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000936340
In the last 90 days, Dte Energy Co insiders filed 0 open-market purchases and 1 sale; 1,036 institutions reported holding it in 13F filings for Q2 2026, worth $25.7B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Dte Energy Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 786
- +37 vs. Q4 2023
- Shares held
- 158.9M
- +2.16M (+1.4%) vs. Q4 2023
- Total value
- $17.8B
- +$521.9M (+3.0%) vs. Q4 2023
- New holders
- 91
- 287 more added
- Sold out
- 54
- 238 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DTE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,036 | $25.7B |
| Q1 2026 | 989 | $24.4B |
| Q4 2025 | 961 | $20.9B |
| Q3 2025 | 921 | $23.4B |
| Q2 2025 | 932 | $21.8B |
| Q1 2025 | 923 | $22.4B |
| Q4 2024 | 879 | $19.3B |
| Q3 2024 | 846 | $20.4B |
| Q2 2024 | 802 | $17.7B |
| Q1 2024 | 786 | $17.8B |
| Q4 2023 | 755 | $17.3B |
| Q3 2023 | 713 | $15.5B |
| Q2 2023 | 733 | $17.0B |
| Q1 2023 | 729 | $16.9B |
| Q4 2022 | 770 | $17.9B |
| Q3 2022 | 703 | $16.6B |
| Q2 2022 | 742 | $18.0B |
| Q1 2022 | 724 | $18.8B |
| Q4 2021 | 705 | $16.6B |
| Q3 2021 | 654 | $15.6B |
| Q2 2021 | 687 | $18.3B |
| Q1 2021 | 673 | $19.2B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 2,470 | $277.0K | 0.15% | +2,470 | New |
| Eqis Capital Management, Inc. | 2,468 | $276.8K | 0.02% | −440−15.1% | Reduced |
| Trust Point Inc. | 2,459 | $275.8K | 0.02% | +2,459 | New |
| Affinity Wealth Management LLC | 2,459 | $275.8K | 0.05% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,428 | $272.3K | 0.05% | +2,428 | New |
| Empowered Funds, LLC | 2,427 | $272.2K | 0.00% | +338+16.2% | Added |
| Paragon Private Wealth Management, LLC | 2,423 | $271.7K | 0.16% | +103+4.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,420 | $271.4K | 0.03% | +2,420 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,412 | $270.5K | 0.00% | +2,409+80,300.0% | Added |
| Royal London Asset Management Ltd | 2,396 | $268.7K | 0.00% | −44,238−94.9% | Reduced |
| International Private Wealth Advisors LLC | 2,389 | $267.9K | 0.52% | +2,389 | New |
| Davenport & Co LLC | 2,386 | $267.5K | 0.00% | −179−7.0% | Reduced |
| Advisory Alpha, LLC | 2,380 | $267.0K | 0.01% | −162−6.4% | Reduced |
| Belpointe Asset Management LLC | 2,372 | $266.1K | 0.02% | −141−5.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,364 | $265.1K | 0.00% | +2,364 | New |
| Harbour Investments, Inc. | 2,353 | $263.9K | 0.01% | −205−8.0% | Reduced |
| Nemes Rush Group LLC | 2,332 | $261.5K | 0.04% | +10.0% | Added |
| TCI Wealth Advisors, Inc. | 2,320 | $260.1K | 0.03% | +9+0.4% | Added |
| Avantax Advisory Services, Inc. | 2,316 | $259.7K | 0.00% | −2,194−48.6% | Reduced |
| Magnolia Wealth Management, LLC | 2,330 | $259.6K | 0.11% | +2,330 | New |
| PBMares Wealth Management LLC | 2,301 | $258.0K | 0.07% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,283 | $256.0K | 0.04% | +253+12.5% | Added |
| Fiduciary Family Office, LLC | 2,278 | $255.5K | 0.10% | +2,278 | New |
| Foguth Wealth Management, LLC. | 2,272 | $254.8K | 0.14% | +2,272 | New |
| NewEdge Wealth, LLC | 2,274 | $254.5K | 0.01% | −1,456−39.0% | Reduced |
| CPR Investments Inc. | 2,271 | $254.4K | 0.19% | +50+2.3% | Added |
| Symmetry Partners, LLC | 2,254 | $253.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,261 | $252.8K | 0.00% | +72+3.3% | Added |
| Regal Investment Advisors LLC | 2,242 | $251.4K | 0.02% | +109+5.1% | Added |
| Vima LLC | 2,282 | $250.0K | 0.29% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,212 | $248.1K | 0.00% | −354−13.8% | Reduced |
| Hyman Charles D | 2,200 | $247.0K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,196 | $246.8K | 0.05% | −32−1.4% | Reduced |
| CAPROCK Group, Inc. | 2,171 | $246.0K | 0.01% | −127−5.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $245.2K | 0.13% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,184 | $245.0K | 0.05% | +74+3.5% | Added |
| Siemens Fonds Invest GmbH | 2,156 | $241.8K | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,151 | $241.2K | 0.09% | +20+0.9% | Added |
| Hancock Whitney Corp | 2,146 | $240.7K | 0.01% | −4−0.2% | Reduced |
| Summit Financial Strategies, Inc. | 2,133 | $239.2K | 0.03% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,135 | $239.0K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,120 | $237.7K | 0.04% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 2,119 | $237.7K | 0.08% | +2,119 | New |
| SkyOak Wealth, LLC | 2,111 | $236.7K | 0.06% | −91−4.1% | Reduced |
| Vantage Consulting Group Inc | 2,104 | $235.9K | 0.15% | −52−2.4% | Reduced |
| Private Trust Co NA | 2,102 | $235.7K | 0.03% | +1,145+119.6% | Added |
| AIFG Consultants Ltd. | 2,099 | $235.4K | 0.17% | −10.0% | Reduced |
| Aspen Investment Management Inc | 2,088 | $234.0K | 0.12% | 00.0% | Unchanged |
| Coppell Advisory Solutions Corp. | 2,081 | $233.3K | 0.04% | +2,081 | New |
| ASB Consultores, LLC | 2,078 | $233.0K | 0.06% | +2,078 | New |
| Stratos Wealth Partners, LTD. | 2,055 | $230.5K | 0.00% | +41+2.0% | Added |
| Personal Cfo Solutions, LLC | 2,052 | $230.1K | 0.04% | +52+2.6% | Added |
| Morningstar Investment Management LLC | 2,055 | $230.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,047 | $229.0K | 0.00% | +209+11.4% | Added |
| Enterprise Financial Services Corp | 2,035 | $228.2K | 0.14% | +10+0.5% | Added |
| MCF Advisors LLC | 2,011 | $227.6K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,008 | $227.0K | 0.01% | +984+48.6% | Added |
| Silver Oak Securities, Inc | 2,017 | $226.2K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,009 | $225.3K | 0.01% | +2,009 | New |
| XML Financial, LLC | 2,000 | $224.3K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,022 | $223.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,977 | $222.0K | 0.00% | +409+26.1% | Added |
| Graypoint LLC | 1,979 | $222.0K | 0.02% | +1,979 | New |
| Equitable Holdings, Inc. | 1,977 | $221.7K | 0.00% | −1,595−44.7% | Reduced |
| Danske Bank A/S | 1,975 | $221.5K | 0.00% | +1,975 | New |
| Dynamic Advisor Solutions LLC | 1,957 | $219.5K | 0.01% | −25−1.3% | Reduced |
| Quantum Financial Advisors, LLC | 1,949 | $218.6K | 0.04% | −14−0.7% | Reduced |
| Parallel Advisors, LLC | 1,920 | $215.3K | 0.01% | +233+13.8% | Added |
| SYSTM Wealth Solutions LLC | 1,903 | $214.1K | 0.03% | +1,182+163.9% | Added |
| Quadrant Capital Group LLC | 1,901 | $213.2K | 0.02% | +35+1.9% | Added |
| KC Investment Advisors, LLC | 1,860 | $208.6K | 0.11% | −350−15.8% | Reduced |
| Charter Trust Co | 1,849 | $207.3K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,842 | $206.6K | 0.05% | +11+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 1,839 | $206.2K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,829 | $205.1K | 0.13% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,821 | $204.2K | 0.00% | −218−10.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,819 | $204.0K | 0.00% | −53−2.8% | Reduced |
| Triton Wealth Management, PLLC | 1,829 | $202.5K | 0.14% | +1,829 | New |
| Clifford Swan Investment Counsel LLC | 1,800 | $201.9K | 0.01% | +1,800 | New |
| Richardson Financial Services Inc. | 1,780 | $199.6K | 0.14% | +165+10.2% | Added |
| Caldwell Trust Co | 1,712 | $192.0K | 0.02% | +154+9.9% | Added |
| Alaska Permanent Fund Corp | 1,687 | $189.2K | 0.00% | +63+3.9% | Added |
| Stephenson National Bank & Trust | 1,664 | $186.6K | 0.06% | +225+15.6% | Added |
| nVerses Capital, LLC | 1,600 | $179.4K | 0.43% | +1,600 | New |
| Delta Asset Management LLC | 1,561 | $175.1K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,529 | $171.5K | 0.01% | +1,529 | New |
| Continuum Advisory, LLC | 1,469 | $170.9K | 0.03% | +1,469 | New |
| Benjamin F. Edwards & Company, Inc. | 1,451 | $162.0K | 0.00% | +1,451 | New |
| Rothschild Investment LLC | 1,405 | $157.6K | 0.01% | +10+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,392 | $156.1K | 0.00% | +314+29.1% | Added |
| Riverview Trust Co | 1,375 | $154.2K | 0.12% | +1,375 | New |
| Clearstead Advisors, LLC | 1,336 | $154.1K | 0.01% | −38−2.8% | Reduced |
| Cambridge Trust Co | 1,360 | $152.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,359 | $152.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,353 | $149.8K | 0.01% | −7−0.5% | Reduced |
| Financial Perspectives, Inc | 1,328 | $148.9K | 0.06% | +6+0.5% | Added |
| Cranbrook Wealth Management, LLC | 1,319 | $147.9K | 0.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,206 | $135.2K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,197 | $134.3K | 0.05% | +1+0.1% | Added |
| Ramirez Asset Management, Inc. | 1,173 | $131.5K | 0.03% | 00.0% | Unchanged |